Vice President, Advisor

EP Wealth Advisors, LLC; San Luis Obispo (CA); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

11 Paid Holidays

PTO

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

Job summary

EP Wealth Advisors, LLC is seeking a Vice President to provide comprehensive services to existing clients and reinforce senior leadership in regional growth. The role focuses on maintaining lead flow from referrals and internal campaigns, while supporting advisor teams.

Qualified candidates have 5–10 years of relationship management in financial services, CFP designation, and strong communication and leadership skills for client retention and business development.

Qualifications

• Undergraduate degree required. Prefer business-related major.
• Minimum 5-10 years of relationship management/sales experience within financial services.
• Certified Financial Planner (CFP) designation.
• Extensive knowledge of financial, investment, and risk management concepts.

Responsibilities

• Servicing a designated number of clients.
• Generating business through referrals, COI's, and client referrals.
• Maintain and expand assigned territory in referral network.
• Collaborate with portfolio management, operations and financial planning to support client relationships.
• Document client interactions and workflows in CRM.

Skills

Relationship management

Sales experience

Leadership

Communication skills

Education

Undergraduate degree

Certified Financial Planner

Tools

CRM software

Microsoft Office

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

The Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams.

Duties and Responsibilities

• Responsible for servicing a designated number of clients
• Responsible for generating business through referral networks, marketing initiatives, COI's and Client referrals
• Maintain and expand assigned territory in referral network
• Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director Work with internal team members including portfolio management, operations and financial planning to further the client relationship
• Follow-up with clients, document client interactions and client related workflows in contact management system
• Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
• Assist Senior VP and Regional Director with the professional development of wealth advisors
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives

Qualifications

• Undergraduate degree required, preferably in business related major
• Minimum 5-10 years of relationship management/sales experience within financial services
• Certified Financial Planner
• Extensive knowledge of financial, investment, and risk management concepts
• Excellent written and verbal communication skills
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment
• Reliable, organized and goal-oriented
• Demonstrated leadership capabilities
• Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
• Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 Floating Holidays
• PTO
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives=)li>
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.